About Fortitude
Tax-led thinking.
A wider perspective.
Fortitude Strategic Wealth is a tax advisory and consulting firm built around coordinated planning for high earners, business owners, and families.
Complexity needs
a point of coordination.
Your business, tax position, capital, and family goals are connected. Your planning should reflect that.
FSW owns the client relationship, diagnosis, and coordination layer. Specialized partners execute their respective work under separate agreements. This model brings the breadth of a family-office ecosystem to clients whose needs extend beyond a single discipline.
Shamier Choudhury and Rose Jordan lead the firm. They set the direction for client strategy, operational execution, and the experience across the ecosystem.
Our approach
Tax first
Begin with the impact of tax on the decisions you make throughout the year.
Context matters
Connect recommendations to business, liquidity, risk, and family priorities.
Clear roles
Keep consulting, investment advice, and legal services within the right professional relationships.
Ongoing perspective
Review priorities as income, ownership, and circumstances evolve.